Conor Feldmann, Cfa

Conor Feldmann, Cfa Email and Phone Number

Portfolio Manager @ Commas
United States
Conor Feldmann, Cfa's Location
United States, United States
Conor Feldmann, Cfa's Contact Details

Conor Feldmann, Cfa personal email

About Conor Feldmann, Cfa

I develop customized investment strategies to help clients achieve their long-term goals and then implement them as I manage these portfolios daily. I enjoy helping people cut through the “noise” generated by the financial media in order to identify the tried-and-true principles that will set them up for long-term success. In my view, the market is one of the world's most dynamic and compelling topics—millions of investors, managing trillions of dollars, each with varying strategies, objectives, and opinions, and countless data points trying to understand it all. I am grateful that my profession affords me the opportunity to keep learning every day.

Conor Feldmann, Cfa's Current Company Details
Commas

Commas

View
Portfolio Manager
United States
Website:
usecommas.com
Employees:
9
Conor Feldmann, Cfa Work Experience Details
  • Commas
    Portfolio Manager
    Commas
    United States
  • Truepoint Wealth Counsel
    Portfolio Manager
    Truepoint Wealth Counsel Dec 2019 - Present
  • Truepoint Wealth Counsel
    Investment Associate
    Truepoint Wealth Counsel Dec 2016 - Dec 2019
    Cincinnati, Ohio
  • Commas
    Portfolio Manager
    Commas Dec 2020 - Present
  • Cardinal Health
    Sr Analyst - Emerge Program
    Cardinal Health Nov 2015 - Nov 2016
    Columbus, Ohio Area
  • Cardinal Health
    Sr Accountant
    Cardinal Health Jun 2015 - Nov 2016
    Dublin, Ohio
  • University Of Dayton
    Davis Center For Portfolio Management
    University Of Dayton 2012 - Jan 2015
    Dayton, Ohio Area
    Member of the portfolio management team which makes buy, sell, add, and trim decisions for the $20 million university endowment. Created stock pitches, sector outlooks, and investment theses for the Information Technology, Telecommunications, Financials, and Utilities sectors. Utilized advanced software including Bloomberg terminals and Morningstar Direct.
  • Univeristy Of Dayton
    Resident Assistant
    Univeristy Of Dayton Aug 2012 - Jan 2014
    Dayton, Ohio Area
    Responsible for the safety and security of over 40 first-year students on my floor.Planned monthly initiatives for community-building, faith-forming, and service-learning while building relationships to help advise and guide the students for a smooth transition into college.
  • Motorists Insurance Group
    Internal Audit
    Motorists Insurance Group May 2013 - Aug 2014
    Columbus, Ohio Area
    Performed the first ever data privacy audit of affiliate company, Phenix Mutual Fire Insurance.Assisted Ernst & Young in their audit of financially significant business functions. Worked extensively to ensure compliance with the requirements of Model Audit Rule.

Conor Feldmann, Cfa Skills

Bloomberg Terminal Morningstar Financial Analysis Auditing Financial Reporting Accounting Access Microsoft Excel Lotus Notes Financial Risk Account Reconciliation Analysis Leadership

Conor Feldmann, Cfa Education Details

Frequently Asked Questions about Conor Feldmann, Cfa

What company does Conor Feldmann, Cfa work for?

Conor Feldmann, Cfa works for Commas

What is Conor Feldmann, Cfa's role at the current company?

Conor Feldmann, Cfa's current role is Portfolio Manager.

What is Conor Feldmann, Cfa's email address?

Conor Feldmann, Cfa's email address is c.****@****lth.com

What schools did Conor Feldmann, Cfa attend?

Conor Feldmann, Cfa attended University Of Dayton, St. Charles Preparatory School.

What skills is Conor Feldmann, Cfa known for?

Conor Feldmann, Cfa has skills like Bloomberg Terminal, Morningstar, Financial Analysis, Auditing, Financial Reporting, Accounting, Access, Microsoft Excel, Lotus Notes, Financial Risk, Account Reconciliation, Analysis.

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